Sales and Marketing

Many colleagues and clients get tangled in the daily merry-go-round that consumes much of their time while pushing aside creative, innovative and big picture thinking about their business, how they got there and where they are going.

When you start marketing your firm using a variety of marketing tactics at once, you will soon realize that all leads are not to be treated equally.

It’s one thing to take the time and effort to create a well-conceived marketing program designed to grow your accounting firm and it can be quite another to get critical stakeholder buy-in.

Peter Weitsen and I started our practice, MendlowitzWeitsen LLP, on July 1, 1988. My life has been enriched every moment of our partnership, which continues even now as part of WithumSmith+Brown, PC.

Respondents to the survey, conducted by the Association for Accounting Marketing, CPA Trendlines and Capstone Marketing, were generally optimistic about their profession.

Marketing success, or success in any endeavor, does not just appear. It needs deliberate planning and execution.

One thing I am good at is leveraging something I did.

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.

Social media is a powerful business tool that accounting firms are often quick to dismiss as an extra.

There are lots of potential missteps that can trip you up along the road to making your firm more visible to the right prospects.